ShearLink Capital as of Dec. 31, 2016
Portfolio Holdings for ShearLink Capital
ShearLink Capital holds 18 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cavium | 10.7 | $32M | 509k | 62.44 | |
| Servicenow (NOW) | 9.9 | $29M | 396k | 74.34 | |
| Skyworks Solutions (SWKS) | 8.6 | $26M | 343k | 74.66 | |
| Envision Healthcare | 7.2 | $21M | 339k | 63.29 | |
| Salesforce.com Inc conv | 6.9 | $21M | 302k | 68.46 | |
| stock | 6.7 | $20M | 388k | 51.15 | |
| Sprouts Fmrs Mkt (SFM) | 6.3 | $19M | 985k | 18.92 | |
| Cadence Design Systems (CDNS) | 5.4 | $16M | 638k | 25.22 | |
| Adobe Systems Incorporated (ADBE) | 4.9 | $15M | 142k | 102.95 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.8 | $14M | 206k | 70.02 | |
| Paylocity Holding Corporation (PCTY) | 4.2 | $12M | 414k | 30.01 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $11M | 14k | 792.43 | |
| Costco Wholesale Corporation (COST) | 3.7 | $11M | 69k | 160.10 | |
| Facebook Inc call | 3.7 | $11M | 95k | 115.05 | |
| Ellie Mae | 3.6 | $11M | 130k | 83.68 | |
| Masco Corporation (MAS) | 3.6 | $11M | 339k | 31.62 | |
| Fortune Brands (FBIN) | 3.6 | $11M | 200k | 53.46 | |
| WisdomTree Investments (WT) | 2.4 | $7.2M | 643k | 11.14 |
